SZE Family Charitable Foundation
SZE Family Charitable Foundation is a private foundation, based in Cambridge, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.
SZE Family Charitable Foundation at a glance
- Total assets
- $431,514
- +13.5% vs 2023
- Revenue (2024)
- $7,799
- -127.5% vs 2023
- Expenses (2024)
- $14,273
- -87.2% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who SZE Family Charitable Foundation funds
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 13 grants of 15 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How SZE Family Charitable Foundation gives
- Giving grew 267% from 2020 to 2023. Method
- In 2023 it paid out 511% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $25K (2022) to $125K (2021). In 2023 it made 2 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| President & Fellows of Harvard College Alumni and Development Services Cambridge, MA | Various | $100,000 |
| Chinese Cultural Foundation of SF San Francisco, CA | Cultural, Art and Education | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $431,514 | $7,799 | $14,273 | — | — | — | — | $20,260 |
| 2023 | $380,190 | $-28,348 | $111,289 | $110,000 | 2 | $110,000 | $6,296 | $21,546 |
| 2022 | $361,726 | $-23,262 | $36,887 | $25,000 | 2 | $25,000 | — | $19,140 |
| 2021 | $577,736 | $154,072 | $129,241 | $125,000 | 5 | $125,000 | $149,831 | $31,278 |
| 2020 | $610,469 | $20,366 | $38,039 | $30,000 | 6 | — | $13,327 | $22,536 |
Under IRS private-foundation payout rules, SZE Family Charitable Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
SZE Family Charitable Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Camille W. Sze
Trustee
On filings since 2020
1 hr/week
No compensation reported
Cecilia Sze
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jocelyn A. Sze
Trustee
On filings since 2020
1 hr/week
No compensation reported
Michael Sze
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Nien Dak Sze (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about SZE Family Charitable Foundation
How large is SZE Family Charitable Foundation?
SZE Family Charitable Foundation reported $432K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $8K.
Where does SZE Family Charitable Foundation operate?
SZE Family Charitable Foundation has awarded grants in California, Massachusetts, Missouri, Pennsylvania.
How much is SZE Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, SZE Family Charitable Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is SZE Family Charitable Foundation's EIN?
SZE Family Charitable Foundation's EIN (Employer Identification Number) is 47-6437037. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work SZE Family Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in SZE Family Charitable Foundation's focus areas in our free grants database
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